Aptiv Q4 Earnings Call Highlights

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MarketBeat

Mon, February 2, 2026 astatine 11:52 AM CST 8 min read

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Aptiv (NYSE:APTV) reported grounds fourth-quarter gross and outlined its 2026 outlook during its Q4 2025 net call, highlighting continued advancement successful expanding beyond automotive markets and preparing for the planned April 1 spinoff of its Electrical Distribution Systems (EDS) concern arsenic VersaGen.

For the 4th quarter, Aptiv reported gross of $5.2 billion, up 5% connected a reported ground and 3% connected an adjusted basis. Chair and CEO Kevin Clark said the institution delivered “another coagulated quarter” portion navigating a shifting macro environment. Adjusted operating income was $607 million and adjusted net per stock were $1.86, up 6% twelvemonth implicit year, driven by stock repurchases and little involvement expense, partially offset by a higher taxation rate.

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CFO Varun Laroyia said adjusted EBITDA and adjusted operating income margins were successful enactment with the company’s outlook, but pressured by overseas speech and commodities, which amounted to a 160-basis-point headwind to borderline successful the quarter. Excluding FX and commodities, Laroyia said fourth-quarter operating income borderline would person been up 70 ground points versus the anterior year, citing measurement flow-through and show improvements.

Operating currency travel totaled $818 million, down from the anterior twelvemonth owed to higher moving capital—primarily continued concern successful semiconductor inventory—and astir $80 million of separation costs tied to the upcoming VersaGen spinoff.

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On a determination basis, Aptiv’s fourth-quarter adjusted gross maturation was led by North America, wherever gross roseate 8%, supported by double-digit maturation successful some Intelligent Systems and EDS. Europe gross declined 1%, tracking wide conveyance accumulation successful the region. China gross fell 5%, which Laroyia attributed to unfavorable mix, though helium said show versus the marketplace improved. Management noted that astir 80% of Aptiv’s China caller concern awards successful 2025 came from section OEMs.

Intelligent Systems: Revenue was $1.4 billion, up 2%. Operating income declined 17%, driven by investments to grow into non-automotive markets, the timing of engineering-related credits and recoveries, and unfavorable FX.
Engineered Components: Revenue was $1.6 billion, up 1%. Operating income roseate 8%, and borderline expanded 60 ground points connected measurement flow-through and show improvements, much than offsetting FX and higher copper, gold, and metallic prices.
Electrical Distribution Systems (EDS): Revenue was $2.3 billion, up 5%, chiefly driven by North America. Operating income declined 2% and borderline contracted 90 ground points, reflecting important FX and commodity headwinds and unfavorable labour economics, partially offset by manufacturing and worldly improvements.